Celebrate Life RI Conference Vietnam March 2015 Positively Transform Simple ideas that can really change your business Michelle Gonzales NSW Sales Manager

E M TEntrepreneur Technician Manager Are you still the Entrepreneur in your business?

Have a clear picture of what your company will look like when it’s finally done. Vision Decide how a company like yours will have to act. Behaviour Decide that unless you begin to act that you’ll never get there. Action Having an Entrepreneurial perspective

The Vision thing (The Entrepreneur) Vision 1 External How do I want the outside world to perceive my business? What are the values and principles that we must adhere to? What is my vision for “How things are done around here?” Vision 2 Internal How do I want my business to run operationally? Am I structured for success? What type of culture do I want for my business? Vision 3 Personal What are my personal goals and aspirations? Am I happy currently doing the things I’m doing? Do I have the right balance in my life? Keep it simple and personal

Holding the mirror up (The Manager) 5

What’s working? Business Profitable Good referral relationship We have a good segmentation model Para-planning unit efficient New CRM system excellent Team culture strong What’s not working? We have a strategy but we don’t always implement Unstructured client service proposition Poor time management - balance Office space does not present well No structured approach to marketing Holding the mirror up (The Manager)

The difference between successful people and unsuccessful people is the successful people do all the things the unsuccessful people don't want to do. - John Paul DeJoria 7

What are the possible solutions? How much is the budget? Who owns it? When does it need to be done by? What is the priority? Plan to Act (The Technician) …then agree action!

What are the possible solutions? Plan to Act (The Technician)

Advisory Board YOU Who else? Who holds you accountable?

What are the possible solutions? Plan to Act (The Technician)

StructuredServiceProposition F2F Private Briefings Direct Access to ‘ME’ Boardroom Lunches Networking Seminars Special Interest Events Newsletters What’s your service proposition?

Survey monkey Understanding your clients Use a survey to assess and diagnose focus areas

ThemesSurvey Questions Relationship/Family Have there been any significant changes within your family? E.g. Birth of a child, marriage, divorce, death ProfessionHave there been any changes in your work/business/new venture? HealthHave you had any health concerns in the year? Advice What types of additional services can we provide to help you be more confident in achieving your goals? ImplementationIn what ways have we exceeded your expectations? ConcernsWhat are your biggest financial concerns? Understanding Are you still confident in understanding the initial plan we have put in place to achieve your goals? Do you have any new short term goals you are trying to achieve? Personal Achievements What are some of this years highlights? Travel, exercise, competitions Communication What is the standard of communication you receive from your Adviser regarding relevance, quality and frequency of communication, including letters, newsletters, telephone calls, seminars etc? What is your preferred method of contact? EducationWhat would you like to learn more about? Understanding your clients

What are the possible solutions? Plan to Act (The Technician)

New client meeting Client Review meeting To do list New client meeting Asteron BDM Zurich BDM Tower BDM Team Meeting New client meeting To do list including client preparations AFA PD Day Suspense update meeting Client Review meeting Coach under 7’s Gym Time cushion New client meeting Marketing Planning Meeting Client dinners Review the week Be ruthless with your time Plan your time and review any time wasters

Be ruthless with your time Plan your time and review any time wasters

What are the possible solutions? Plan to Act (The Technician)

It’s just what we do here Use the delightful 1%’ers How can you ‘Wow’ your potential and existing clients? > Your credibility> Personalised touch

What are the possible solutions? Plan to Act (The Technician)

Word of “Mouse” 21

The Gen Y way 22

Marketing made simple

Learn some savvy SEO techniques SEO (Search engine optimisation) Organic vs Paid Learn some savvy SEO techniques SEO (Search engine optimisation) Organic vs Paid Optimise your accessibility Allow new clients to find you

Have a clear picture of what your company will look like when it’s finally done. Vision Decide how a company like yours will have to act. Behaviour Decide that unless you begin to act that you’ll never get there. Action Having an Entrepreneurial perspective

Positively Transform your business Simple process, everyday ideas, big results It all starts with you Start with one idea Agree to act Finish, then start on the next It’s actually that simple!